Filed December 2, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $199,373 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,712 | $29,516+58.3% | $77,482-39.7% | $90,288-48.3% |
| Participation rate | 31.2% | 33.7%-2.5pp | 54.2%-23.0pp | 73.4%-42.2pp |
| Annual return | -0.53% | 231.18%-231.7pp | 54.79%-55.3pp | 53.97%-54.5pp |
| Employer contribution / active EE | $749 | $381+96.9% | $986-24.0% | $2,524-70.3% |
| Participant deferral / active EE | $1,191 | $944+26.1% | $1,861-36.0% | $4,232-71.9% |
| Admin fee / account holder | $127 | $106+20.3% | $2,858-95.5% | $114+11.6% |